PWMG
TRUE

Private Wealth Management Group’s TrueCar TRUE Stock Holding History

Private Wealth Management Group’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$7.46K – 1591
2024
Q4 		$7.46K Sell
2,000
-262
-12% -$1.03K ﹤0.01% 588
2024
Q3 		$7.8K Sell
2,262
-77
-3% -$247 ﹤0.01% 542
2024
Q2 		$7.32K Sell
2,339
-38
-2% -$111 ﹤0.01% 552
2024
Q1 		$8.06K Hold
2,377
– – ﹤0.01% 473
2023
Q4 		$8.22K Buy
+2,377
New +$6.03K ﹤0.01% 455

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's TRUE Position: Q1 2025 in Review

Private Wealth Management Group sold out of TrueCar (TRUE) in Q1 2025, closing a stake of 2,000 shares — an estimated $7.46K sold.

Private Wealth Management Group first reported a position in TRUE in Q4 2023 and held it in 5 quarters. The position peaked at $8.22K in Q4 2023. 108 funds tracked by Wall St. Rank hold TRUE as of Q1 2025.

  • Private Wealth Management Group reported no remaining TrueCar position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 2,000 TrueCar shares in Q1 2025, an estimated $7.46K.
  • Private Wealth Management Group first reported a position in TrueCar in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's TrueCar position peaked at $8.22K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held TrueCar as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.